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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIMG
76
Patriot Investment Management Group
Tennessee
$9.08M +$2.84K +174 +0%
AAIM
77
Asset Advisors Investment Management
Georgia
$8.61M -$758K -46,506 -9%
CFMC
78
Curbstone Financial Management Corp
New Hampshire
$8.6M +$244K +14,940 +3%
SJIM
79
St. Johns Investment Management
Florida
$8.5M +$832K +51,054 +12%
AWMG
80
Alliance Wealth Management Group
New Jersey
$8.43M +$1.61M +98,667 +26%
TCM
81
Towercrest Capital Management
Pennsylvania
$8.43M +$1.61M +98,667 +26%
IA
82
IFP Advisors
Florida
$8.39M -$1.86M -114,066 -19%
AMG
83
Asset Management Group
Connecticut
$8.36M +$41.6K +2,553 +0.5%
SFG
84
Sage Financial Group
Pennsylvania
$8.36M -$217K -13,314 -3%
MFGP
85
Marshall Financial Group (Pennsylvania)
Pennsylvania
$8.32M -$237K -14,526 -3%
BCA
86
Biltmore Capital Advisors
New Jersey
$8.31M +$1.21M +73,974 +18%
NCM
87
Northwest Capital Management
Oregon
$8.28M +$269K +16,518 +4%
Goldman Sachs
88
Goldman Sachs
New York
$8.1M +$192K +11,784 +3%
RJA
89
Raymond James & Associates
Florida
$7.9M -$525K -32,190 -7%
FNC
90
First National Corp
Massachusetts
$7.85M +$836K +51,312 +13%
NSAM
91
North Star Asset Management
Wisconsin
$7.83M +$654K +40,116 +10%
Truist Financial
92
Truist Financial
North Carolina
$7.7M +$5.84M +358,323 +444%
SL
93
Systelligence LLC
Minnesota
$7.41M +$4.27M +262,137 +164%
SWRP
94
Summit Wealth & Retirement Planning
California
$7.34M -$183K -11,226 -3%
VNA
95
Valley National Advisers
Pennsylvania
$7.25M -$1.39M -85,209 -17%
IAS
96
IMA Advisory Services
Colorado
$7.24M +$2.85M +174,798 +73%
LIM
97
Lathrop Investment Management
Arkansas
$7.18M -$59.1K -3,624 -0.9%
DC
98
Davenport & Co
Virginia
$7.15M +$321K +19,713 +5%
PFM
99
Peak Financial Management
Massachusetts
$7.13M -$42.1K -2,583 -0.6%
EWA
100
Exencial Wealth Advisors
Oklahoma
$7.01M +$1.78M +109,218 +38%